Working on all browser sizes including tablets and mobiles

Your clients can access the same portal and URL from desktop and mobile devices

No need to access a separate system, and worry about data synchronisation/loss – the Forex Kit CRM has it all under one roof.

Clients, IBs and Affiliates all start their journey in the same way, by registering a client account first. Because of this, a trader can easily be upgraded into a partner and you may cross-sell a partner to become a trader (and invest his commission into a trading account).

Configure tests, customisable to the requirements of your regulator

Test outcome may determine available margin/leverage or even if a trading account is suitable/appropriate. You decide

Direct integration with our CRM – there is no need for a separate system

As our CRM is web-based, it’s also adaptive and responsive meaning Clients and Affiliates can be managed from your desktop or on-to-go from your mobile device

Ability to convert Affiliates into investors – keep the commissions in your eco-system for trading!

Or, convert your traders into Affiliates. With a common Client account, many documents are already collected and approved when traders move over to be Affiliates and visa versa

Deposits via multiple Merchant Payment methods into the client wallet – integrate with Credit Cards, eWallets, Configure Bank Wires and many more

Decide rules for credits and withdrawal limitations, to and from the wallet

Easy for clients to upload documents in a drag-and-drop environment for approval.

Back office users can quickly and easily review uploaded client documents as part of a gallery, with notifications when new documents are uploaded.

A dedicated downloads area to store important documents, plugins and your trading platforms

Restrict access to certain items from download unless the client is logged in to your portal

Direct integration with MetaQuotes MT5 and MT4 Manager to view immediate results

Apply spread markup or commission to the accounts of your Clients

Clients move monies from their wallet facility into trading accounts via internal transfers and visa versa

Multiple wallets are permitted, such as for trading and partnerships

Simple document drag-and-drop upload centre, for KYC and AML checks

Easy and obvious for client what was uploaded and its status with your compliance and back office teams.

Guide your (new) clients with what to do next, such as validating their mobile phone, completing their profile, taking a test or uploading documents

As clients move down your sales funnel, use the wizard to prompt them to make a deposit, download a trading platform and start trading

Features a short, compliant registration form and flow

Form can display differently depending on jurisdiction and/or legal entity

The triggers and payments are based around the actual sales funnel you are pushing your traffic, leads and clients into

This holistic approach realigns traditional models to one based on more appropriate measurement: instead of “registrations”, you are now targeting opt-in and validated contact data.

Instead of “deposits”, and approval status or length of time as an active client or some other measurement. This places the payment triggers in the sales funnel in the best interests of the introduced party, inline with MiFID II directives.

PIN verification feature to verify email address and mobile phone – forms a critical component of the Affiliate program

Ensures the sales and support team always have opt-in and verified contact data

Create trading accounts – live and demo – in a straightforward logical approach, integrated with trading platforms such as MetaTrader 4 (MT4)

The client wallet system makes moving monies in and out of trading accounts quick a simple

Your clients may open unlimited Live and Demo accounts, in different account currencies

All accounts are attached to a single, unique Client Account

Cannot meet your clients face-to-face? This poses a problem for KYC checks. As ever, Forex Kit has the answer; video based compliance for a face-to-face meeting using a streaming video or saved video file, accessed via the Documents module.

Remain compliant with KYC regulations at all times with this handy feature.

A complete set of financial trading history: deposits, transfers and withdrawals

Full transparency on trading with logs showing open and closed positions, profit and loss

Recreate real-life digitally! Created immediately upon registration, your Clients move their monies from banks, card providers and other e-wallets into their account wallet. From here monies are moved by internal transfer to the investment trading accounts they own

Pay your partners directly into their Wallet. The commission they earn remains in the wallet until a withdrawal request is approved. Imagine if your Partners were also traders…